Brian Acard is a financial advisor at NWK Group with 29 years of industry experience. He holds a Series 63 designation and has been with NWK Group since 2014. The firm provides discretionary and non-discretionary investment supervisory services, financial planning, cash management consulting, and pension/institutional consulting to individuals, including high-net-worth clients, and retirement plans. NWK Group employs a multi-faceted investment process incorporating fundamental, technical, quantitative, and qualitative analysis, along with formal asset allocation and ongoing portfolio monitoring.

Karen Goodfriend is a CFP® and PFS™ credentialed advisor with 25 years of industry experience. She has been with WealthValues, LLC (formerly KK Wealth Advisors, LLC) since 2006. WealthValues serves individual and high-net-worth clients by providing portfolio management, financial planning, and consultative wealth management services. The firm employs a diversified, tax-aware investment approach, combining active and passive strategies, and manages client accounts primarily on a discretionary basis.

Michael Castro is a CFP®-certified financial advisor with 27 years of industry experience. He has worked at Contango Wealth Management since 2025 and previously spent seven years at Marin Wealth Advisors LLC and five years with Charles Schwab & Co., Inc. Contango Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management and customized financial planning. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods to develop tailored investment plans aligned with clients’ time horizons and risk tolerances.

Elena Hawk is a financial advisor at Hawk Advisory LLC in San Francisco, CA, with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services and J.P. Morgan Securities. Outside of advising, she operates fee-based financial education seminars and digital courses. Hawk Advisory LLC provides financial planning, investment management, and tax preparation services primarily to individual clients. The firm uses an asset-allocation framework informed by modern portfolio theory, combining passive and active strategies and offering socially conscious options when requested.

Jacqueline Almeida is a financial advisor at Duet Advisory Services LLC with a Series 65 designation and five years of industry experience. Prior to joining Duet Advisory Services in 2021, she worked at Marsh & McLennan Agency for three years. Duet Advisory Services LLC provides investment advisory, financial planning, and consulting services to individuals, high net worth clients, affiliated trusts and estates, and business entities. The firm manages approximately $278 million for around 288 clients across five offices and offers tailored investment strategies including discretionary and non-discretionary management.

Abraham Martinez is a CFP®-certified financial advisor with 19 years of industry experience. He has worked at Amara Financial, LLC since 2020 and previously held roles at Brio Financial Group and Ameriprise Financial Services, Inc. Martinez is also a licensed insurance agent for fixed products. Amara Financial serves individuals, corporations, and employer-sponsored retirement plans with discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a goal-based investment approach grounded in Modern Portfolio Theory and offers specialized services such as cost segregation studies and corporate-structure analyses.

Tu Nguyen is a CFP® professional with three years of industry experience. He is currently with Sierra Pacific Private Wealth, LLC and has previously worked at TS Bank, Callahan Financial Planning, CIBC Private Wealth Advisors, Inc., and Boston Private Wealth LLC. Sierra Pacific Private Wealth, LLC provides wealth management, comprehensive financial planning, and corporate retirement plan advisory services to individuals, families, and plan sponsors. The firm offers tailored portfolio management with continuous account supervision and supports retirement plan participation through participant education and group enrollment meetings.

Derek Hobbs is a financial advisor at Evart, Young & Hobbs Investment Management with 22 years of industry experience. He holds the Series 65 designation and has been with the firm since 1998. Evart, Young & Hobbs Investment Management provides discretionary portfolio management to individual investors, trusts, business entities, and qualified retirement plan sponsors, as well as pension consulting services. The firm employs a research-driven investment approach grounded in modern portfolio theory, utilizing globally diversified, low-cost, tax-efficient ETFs and institutional mutual funds.

Raul Leon is a financial advisor at BluePrint Investments and Tax Planning with eight years of industry experience. He holds a Series 63 designation and has worked at Blueprint Wealth Partners, LLC and Books & Taxes Inc. Outside of advising, he is a partner in a tech startup investment and involved in insurance sales and related bookkeeping activities. BluePrint Investments and Tax Planning is an independent, state-registered firm serving individuals, small businesses, trusts, and charities. The firm offers discretionary model portfolio management alongside financial planning that incorporates tax and cash-flow analysis, using a top-down investment process tailored to client objectives and risk tolerance.

George Salter II is a CFP® with 23 years of industry experience and currently serves at Blossom Wealth Management, LLC, where he has worked since 2009. He previously worked at KW Securities Corporation from 2013 to 2022. In addition to his advisory role, he is an independent insurance agent specializing in term and life insurance products. Blossom Wealth Management offers discretionary portfolio management, financial planning, retirement plan consulting, and multi-generation family office services to individuals, families, corporations, retirement plans, and charitable institutions. The firm manages a substantial asset base with a small team and employs a range of strategies including ETFs, mutual funds, and options, providing tailored financial planning and investment management.

Carl Gabler is a financial advisor at Atlas Grove Capital LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Alta Via Capital and Insight Wealth Strategies. Atlas Grove Capital LLC is a newly established SEC-registered investment adviser that provides discretionary portfolio management to individuals, high-net-worth clients, charitable organizations, and businesses. The firm focuses on growth-oriented equity strategies across various market capitalizations, combining fundamental, quantitative, and cyclical analysis to construct portfolios.

Amber Woods is a financial advisor at Lula Financial in Oakland, CA, holding a Series 65 designation with no prior industry experience. Outside of advising, she has been involved with Pink Light Inc. for 14 years. Lula Financial provides financial planning and portfolio management services to individual clients, focusing on passive investment strategies using index funds and ETFs. The firm offers various planning arrangements and serves a modest client base without targeting high-net-worth individuals.

Sean Fletcher is a CFP® with 22 years of experience in the financial industry. He is a principal at Prospettiva Financial, where he has worked since 2010, and previously operated Rhodes & Fletcher, LLC. Outside of finance, he is an owner and artist involved in the production and exhibition of fine and performing arts and serves on the advisory board of Honig Vineyard & Winery. Prospettiva Financial provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, and pension or profit-sharing plans. The firm manages approximately $116 million in discretionary assets and is noted for its work with state and municipal government retirement plans and its use of tailored portfolios primarily composed of mutual funds and ETFs.

Craig Braemer is a CFP® and CFA® with 25 years of experience in the financial services industry. He has worked at Blossom Wealth Management, LLC since 2018, following a 20-year tenure at Highmark Capital Management, Inc., and prior experience at Union Bank of California, N.A. Braemer serves as a director in the local San Francisco chapter of the National Association of Investors Corporation, where he teaches financial literacy and investment concepts. Blossom Wealth Management provides discretionary portfolio management and financial planning to individuals, multi-generation households, and employer plan sponsors. The firm combines ETF-based asset allocation with concentrated equity strategies and incorporates sustainability considerations into tailored investment approaches, offering family-office-style services alongside a research subscription product for other advisors.

Palash Islam is a CFP®-certified financial advisor with 24 years of industry experience, currently practicing at Synergy Financial Group since 2020. Prior to that, he worked for 14 years at Kms Financial Services, Inc. In addition to his advisory role, he is involved in insurance sales, offering a range of insurance products as an agent and contractor. Synergy Financial Group provides comprehensive financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm combines fundamental and technical analysis with proprietary asset-allocation models and employs a variety of investment strategies, including the use of ETFs, mutual funds, derivatives, institutional-grade real estate, and private equity.

Rodrigo Nevado is a financial advisor at Amoretti Capital Management with three years of industry experience. He holds Series 65 and Series 66 licenses and serves as managing partner at Black Hill Ventures, a consulting firm focused on operational, branding, and business development consulting. He is also director of operations for Canadian Health Labs, a consulting role centered on logistics for traveling nurses in Canada. Amoretti Capital Management provides portfolio management, investment analysis, comprehensive financial planning, and retirement-plan services to individuals, high-net-worth clients, and small business plan sponsors. The firm develops bespoke, risk-based model portfolios using quantitative, fundamental, technical, and economic analysis, employing a multi-manager blend of active and passive strategies with ongoing monitoring and discretionary rebalancing.

Jacob Rodriguez is a financial advisor at Sierra Pacific Private Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has been with Sierra Pacific since 2022. Outside of his advisory role, he serves as president of Papa Fix It, LLC, a handyman business focused on minor household repairs. Sierra Pacific Private Wealth, LLC offers wealth management, comprehensive financial planning, and corporate retirement plan advisory services to individuals, families, and plan sponsors. The firm manages approximately $245.9 million in assets and uses a disciplined investment approach that includes continuous account supervision, regular rebalancing, and periodic reviews tailored to client goals.

Jeffrey Hodges is a financial advisor at January Capital Advisors LLC in San Francisco, holding a Series 66 designation with 18 years of industry experience. He has worked with LPL Financial since 2015 and concurrently operates January Capital Advisors. Hodges is also a licensed insurance agent, offering insurance products on a limited basis outside of his advisory role. January Capital Advisors provides investment advisory and retirement-plan services to individuals, trusts, corporations, and plan sponsors. The firm utilizes proprietary asset-allocation and risk-tolerance models integrating fundamental, technical, and trend analysis, managing portfolios that may include derivatives and sponsoring a wrap-fee program.

Sharon Almeida is a financial advisor with Duet Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. Her prior roles include work with Private Client Services and Calton & Associates, Inc., as well as founding Cents & Sensibility, Inc. Outside of advising, she serves as treasurer for the Willow Ridge Owners Association and is vice chair for community outreach and fundraising at Tri-Valley REACH, an organization supporting independent living for adults with intellectual and developmental disabilities. Duet Advisory Services LLC provides investment advisory, financial planning, and consulting services to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $316 million in assets, employing a tailored investment approach that includes mutual funds, ETFs, individual equities, and unaffiliated third-party Independent Managers.

Jeffrey Warren is a financial advisor with Secure Retirement Financial & Insurance Services Corp. in San Ramon, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at Crown Capital Securities, LP for 11 years and Vanderbilt Securities, LLC for 2 years. His responsibilities include preparing retirement income forecasts, managing client communications, and assisting with Medicare, long-term care, and Social Security planning. Secure Retirement Financial & Insurance Services Corp. manages approximately $92.4 million for individuals, pensions, trusts, and charitable organizations, offering actively managed portfolios tailored to client goals and risk tolerance. The firm provides financial planning, retirement advice, and accepts clients through a formal referral program.